In situations like that, it is best the introduce new DNA going forward. back to Nektar. 3 weeks till count down. NKTR 102 Abstracts. I wonder if anything new on the long delayed 214. there has been a lot of NKTR 12 Phase 2 that were not presented. I expect most of them to be released at ASCO. You will see NKTR 102 in a whole different light. we will have a true overview to where it works. We don't have to worry where it does not work. Where it does work will rule the day.....
he lacks original thoughts and is quite boring. I would hate to be his cube partner. Implying he does not have his own cube at he boiler factory. In Office space, the guys went to breakfast after being at work for 10 minutes.
Or is Kennedy the guy in the basement under the stairs who does not get paid. Kennedy could go on another 2 years. pray for a fire.
The pps has more to do with the timing of news per the JP Morgan/Needham presentation. Nothing going on till May 15. Then a major breakout could occur based on nktr 102 abstract.
NKTR 102 is a major event for Nektar's staff. I wonder if an outside firm is helping to pull it together?
All work has been cleared off the docket for Q1 Q2 time frame by design. So I feel good about what NKTR is doing. On the pain side 181 Phase 3 and 171 phase 1. On the oncology side it all nktr 102. So I would expect NKTR to file a NDA shortly ASCO time frame.
NKTR 102 phase 3 and 181 phase 3 costs. Nektar could not afford to do 2 at the same time. 214, It appears Nektar is holding off even starting it. NKTR 181 trial is small phase 3 - 8 quarters 30M/quarter. NKTR-181 tablets taken orally in dosage strengths of 100 mg and 200 mg. A total of 208 patients will be randomized to each arm.
What else is going on!!!!!! Nktr debt has to be paid off. Q3 Phase 1 data for NKTR-171 Its almost as if NKTR shut down. I expect slow ramp of 118 but BAX855 should be quick.
NKTR 102 NDA is all hands on deck.
The street picked up the blog over the weekend and had to kill the talk... Nektar answered it best by giving thier answer. Which I agree. The street mad Nektar all about NKTR 102 and not the 118/855/181.....story.
Timing is everything, My 401K rollover check came in Out of mutual funds into NKTR. At 1.2 cheaper pps.
The street put out a negative article on NKTR 102 here is NKTR reply to the negative article...The street knew this . They want to buy more.....
"In BEACON, NKTR-102 provided a clinically meaningful benefit with a greater than two month survival advantage in these late-stage breast cancer patients, many who were refractory to existing therapies. NKTR-102 exhibited a lower rate of high grade adverse events including a reduced rate of neutropenia as compared to active control, which dramatically decreased the need for growth factor support in the NKTR-102 arm of the study," said a company spokesman.
If you were talking a few days or a few weeks, yes they can control the pps. But in May 15 timeframe ter will be nktr 102 data that will set the stock on fire. less than a month
The stock is a good buy now.
I'll tell you at year end whether I did well. lol
We will see. Last week was Needham, New buyers. Recommendations for 118/855 . nktr 102 is still up in the air.
nktr 102 timing 6/2015 -11/2015 or plus or minus It will happen. Good news travels fast. bad news never comes. That life. Shorts can't stop the rain. I am feelin good. All this talk abou 102. 118 sales report on
Monday. I think that sales have to get to a few hundred per week before the ae tracked.
Exactly why all the data has to be presented. Nektar has to over achieve with the fDA. Present where it works best and next next next. Nektar only get 1 good chance to make this presentation. It won't be HR. It will be the leads. You can't have a half bake proposal. Its all or nothing. With MBC there is more than just MBC.
With 214, it was put off for 30 months( Phase 2 completion) So nktr either has the big bucks from 118 855 102 or they don't . I think they will have it. No need to partner.